Chad Wilkinson Email & Phone Number

Experienced Retirement Planning professional with a demonstrated history of designing and implementing large group and institutional retirement plans. Specializing in 401(k) and 403(b) plans with emphasis on the administration and advising on employee benefit plans. Skilled in all areas of 401(a)/401(k) compliance, investment advisor oversight and marketing support for plan design and documentation; as well as fiduciary oversight and supervision of staffs in the preparation and review of defined benefit plans. Strong leadership skills combined with excellent communication abilities that promote teamwork across all levels within an organizationValiant Retire Advisors, LLC.Email: cwilk@valiantadv.comPhone: 888-958-4979 ext. 1053454 State Route 69, Parish, NY 13131The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations.Please review our Terms of Use: www.commonwealth.com/termsofuse.html.Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Listed skills include 401K, Retirement Planning, Retirement, Employee Benefits, and 7 others.

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  State University Of New York At Oswego

  Business Administration